HubSpot Ideas

Herman

Adding Prospects (filtered) report to a dashboard

I've created a prospects filter with all companies that came to our clients website using specific campaign utm tags.

 

Having the ability to add this filtered report to a dashboard would give them a perfect startpoint for their prospecting activities.

 

4 Replies
Sharif
Member | Diamond Partner

Hi,


I would like to create a nice dashboard with quick overview of the prospecting tool data. 

 

Seeing which companies visited the our website the most & creating filters to always have a an overview of the companies to target. Also, it would be then nice to actually connect these companies to contacts to have insights on the follow up.

 

 

JohnnyNichols
Member

Me too - I can't quite believe it isn't there already - I thought it was just hard to find! We used to use Lead Forensics and was told that we'd have most of the functionality - I guess I expected this to be one of those, pretty standard?

 

The sooner the better for me!

AHarris67
Member

Beware focusing too much on the Prospecting tool data - it misses numerous companies that are identified by other systems.

Kevin_Cuddeback
Participant

Prospects seems a great way, at a high level, to show what companies are responding to all sources.  I've further filtered out all ISPs because I have the luxury of having a bunch of tech industries outside my target (so I can remove Computer Networking, Telecommunications, Information Technogy & Services, and similar industrie).

So, yeah, I want to see a filtered Prospect report on my Marketing Dashboard.